F.A.Q – What constitutes a ‘Last Action’

In the LeadMaster search results you can customize the view to include the ‘Last Action’ field.



Last Action Field in Search Results

Here are the actions which will trigger a ‘Last Action’ update.

  • Adding a callback/event
  • Attaching a custom form
  • Assigning a record
  • Adding an opportunity
  • Adding a quote
  • Updating a record
  • Assigning a campaign to a record
  • Cloning a record
  • Add a contact
  • Attach a file
  • Add notes
  • Add a case
  • Request an update to the record